UTILIZATION TECHNOLOGY DEVELOPMENT NFP (EIN 200923687) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

Lisa Foster

Phone

8477680500

Tax Period

2023-04-01 to 2024-03-31

UTILIZATION TECHNOLOGY DEVELOPMENT NFP, founded in 2003, is a community nonprofit in the Community Improvement sector that reported $6.8M in total revenue in fiscal year 2023. Revenue surged 51% from the prior year, signaling strong growth momentum. Expenses of $6.4M left a modest 6% surplus.

Mission

UTD FUNDS NEAR-TERM APPLIED RESEARCH, DEVELOPMENT, DEMONSTRATION, AND EDUCATION OF ENERGY EFFICIENT AND ENVIRONMENTALLY FRIENDLY END USE TECHNOLOGIES

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,111,128

Program Service Revenue $320,988

Investment Income $384,366

Other Revenue $0

TOTAL REVENUE $6,816,482

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $6,380,688

TOTAL EXPENSES $6,380,688

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,816,482	$4,528,487	+0.5%
Expenses	$6,380,688	$5,661,030	+0.1%
Net Income	$435,794	$-1,132,543	-1.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOANN WEHLE	CHAIR/DIRECTOR	000.54	Director	$0	$0	$0
CHRISTOPHER CAVANAGH	DIRECTOR	000.44	Director	$0	$0	$0
DANNY BERTOTTI	DIRECTOR	000.48	Director	$0	$0	$0
DAVID NESTOR	DIRECTOR	000.44	Director	$0	$0	$0
DOMINIC POPIELSKI	DIRECTOR	000.48	Director	$0	$0	$0
CHRISTOPHER CEJ	DIRECTOR	000.15	Director	$0	$0	$0
HENRY DECKER	DIRECTOR	000.44	Director	$0	$0	$0
JEANNETTE LINDEMANN	DIRECTOR	000.15	Director	$0	$0	$0
JENNIFER DAVIS	DIRECTOR	000.15	Director	$0	$0	$0
JASON KETCHUM	DIRECTOR	000.48	Director	$0	$0	$0
ALAN GARCIA	DIRECTOR	000.48	Director	$0	$0	$0
JOSEPH VARELA	DIRECTOR	000.44	Director	$0	$0	$0
LORI BLATTNER	DIRECTOR/VICE CHAIR	000.49	Director	$0	$0	$0
MATT GREGORI	DIRECTOR	000.48	Director	$0	$0	$0
MICHAEL ORTON	DIRECTOR	000.44	Director	$0	$0	$0
ROBERT ECK	DIRECTOR	000.48	Director	$0	$0	$0
SCOTT DODD	DIRECTOR	000.48	Director	$0	$0	$0
JOHN BO MURPHY	DIRECTOR	000.44	Director	$0	$0	$0
TONY GARDNER	DIRECTOR	000.44	Director	$0	$0	$0
AARON REZENDEZ	DIRECTOR	000.44	Director	$0	$0	$0
MIKE KING	DIRECTOR	000.44	Director	$0	$0	$0
RAVI SIGURDSON	DIRECTOR	000.15	Director	$0	$0	$0
REYNOLDS ANDERSON	DIRECTOR	000.15	Director	$0	$0	$0
JEAN GIBSON	DIRECTOR	000.44	Director	$0	$0	$0
MARIE LAPORTE	DIRECTOR	000.44	Director	$0	$0	$0
MICHAEL BOREA	DIRECTOR	000.44	Director	$0	$0	$0
STEPHEN MAYFIELD	DIRECTOR	000.44	Director	$0	$0	$0
RONALD SNEDIC	PRESIDENT	001.98	Officer	$0	$0	$0
RICHARD KOOY	VP OPERATIONS	021.29	Officer	$0	$0	$0
JUNG LEE	SECRETARY	000.87	Officer	$0	$0	$0
LISA FOSTER	TREASURER	000.87	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$6,816,482	$6,380,688	$8,420,481	$435,794
2023	$4,528,487	$5,661,030	$8,422,899	$-1,132,543
2022	$8,123,715	$5,984,630	$7,926,271	$2,139,085
2021	$6,913,052	$6,522,413	$6,670,551	$390,639
2020	$5,861,545	$5,992,585	$7,125,310	$-131,040
2019	$6,153,163	$5,500,595	$7,485,348	$652,568

UTILIZATION TECHNOLOGY DEVELOPMENT NFP